Strategic Succession Planning via Interim CFO

A critical aspect of strategic planning for privately-owned businesses is succession planning. Cendrowski Corporate Advisors professionals foster client relationships, from how and when to transfer ownership, to determining the most efficient tax structure for the transaction, making the proper decisions is the best way to ensure the financial interests of the business owners are protected.

A few questions to consider: What will happen to the organization if the leaders or owners retire or die while in charge of the company? Is there a goal of keeping the company in the family? If so, when should the transition happen, and is everyone on board with the decision making? Is there a tax-efficient wealth transfer plan in place? Is there an interest in selling to the employees?

Our team assists corporate leaders in taking a proactive approach to strategic succession planning by cultivating solutions tailored to their needs. These conversations help bring clarity to the operation and allow for the thoughtful development of a succession plan.

ESOP Succession Planning

Our experienced interim CFOs work with business owners to help establish a succession plan that’s beneficial to them and their employees. In some cases, selling to an employee stock ownership plan (ESOP) may be the right solution. An ESOP protects the employment of valued workers while also allowing the business owner to maintain control.

Learn more about the benefits of Qualified Small Business Stock Planning/ESOPs as a tax planning strategy.

Client Success: Successful Transition Planning

Cendrowski Corporate Advisors created a tax-efficient transition plan for a multi-generational family company. Our team addressed both ownership and operations, transferring both to the next generation. Our knowledge and experience with Real Estate Investment Trusts or REITs played a significant role in the success of the transition.

What Family Offices Can Learn from PE’s Low Cash Position

In this video, Harry Cendrowski talks about the delicate balance between portfolio allocations, valuations, and liquidity considerations, shedding light on the strategic challenges facing family offices in today’s investment landscape.

Read More

Key Differences Between Family Office vs VC Funding

In this video, Harry Cendrowski discusses the strategic advantages and potential pitfalls of adopting distinct investment approaches in the ever-evolving landscape of private equity and venture capital.

Read More

How US Family Offices Differ From Those Globally

Discover the nuanced landscape of global private equity investments as we delve into regional dynamics and investment strategies in this video, featuring Harry Cendrowski.

Read More

Let's Collaborate

Opportunities don’t happen, you create them. The same is true for well-informed business decisions.

How can we collaborate with you and your team?

Cendrowski Corporate Advisors needs the information you provide to us to contact you about our services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

* indicates required fields

Scroll to Top